Surabhi Upadhyay

Matt Orton, Chief Market Strategist at Raymond James Investment, said that Donald Trump’s initial tariff policies may appear aggressive, but they could be strategic moves to drive better trade deals soon.

Netweb Technologies has reiterated its turnover guidance of ₹1,000 crore for 2024-25 (FY25), supported by successful project executions, including

The company's AI business has grown from 7-8% of total revenue a year ago to around 15% and is expected to reach 20% by the end of 2024-25, driven by the increasing focus on AI initiatives in India from both the government and the industry.

Pankaj Tibrewal, Founder and Chief Investment Officer of IKIGAI Asset Manager, expects earnings growth estimates for 2025-26 (FY26) to be revised

With the Fed maintaining its cautious approach and the dollar showing resilience, the economic landscape for 2025 suggests a period of relative stability and strength for US financial markets.

Sudipta Roy, Managing Director and CEO of L&T Finance, stated that signs of recovery are emerging, with improved collection efficiency reaching 99.49% in December and January, which is expected to boost rural liquidity in Q4FY25.

Hopes for a stronger second half of 2024-25 (FY25) appear tempered, as management commentary so far indicates that modest growth is likely to continue, said Kunal Vora, Head of Equity Research at BNP Paribas.

Arvind Sanger, Managing Partner at Geosphere Capital Management stated that corrections in stocks like Zomato and Dixon signal India's market is reaching a better balance between growth and valuations.

Anil Gupta, CMD of KEI Industries expects that the national electricity transmission plan will bring significant investments into the transmission sector next year.

Taher Badshah, CIO of Invesco Mutual Fund, stated that sectors like digital commerce and capital market-related businesses, similar to consumer and FMCG stocks, have strong structural drivers that can sustain their valuations over the long term.